Arisinfra Reports Highest EBITDA Margin of 9.14%, PAT Before IPO Expense at INR 74.15 Mn

Mumbai, August 8, 2025: Arisinfra Solutions Limited reported a total Income of INR 2,156.08 million in the quarter ended June 30 compared to INR 1,945.88 million in Q1 FY25 supported by growing demand from institutional buyers, deeper wallet share from repeat customers and the continued expansion of its secured supply network across key regions.

EBITDA for Q1 FY26 was INR 195.12 million compared to INR 173.29 million in Q1 FY25 and INR 107.67 million in Q4 FY25, reflecting a growth of 13 per cent YoY and 82 per cent QoQ.

EBITDA margin expanded to 9.14 per cent, the highest in the company’s history supported by deeper integration of services, scale benefits from increased throughput and stronger realisation across key supply partnerships.

PAT was INR 51.11 million after accounting for a one-time IPO-related expense of INR 28.8 million during the quarter. Excluding this, PAT was INR 74.15 million, surpassing the full-year FY25 PAT of INR 60.13 million, ahead of INR 64.57 million in Q1 FY25 and sharply reversing the INR 5.16 million loss reported in Q4 FY25, reflecting strong underlying profitability and improved earnings momentum.

Key Consolidated Highlights:

 Strategic Wins and Order Book Momentum

• A INR 100 Cr project in Nandi Hills built around Arisinfra’s integrated model with a strong tilt towards services offering deeper engagement and better margin visibility through execution-linked delivery.
• A INR 75 Cr MoU signed with Wadhwa Construction for the Wadhwa Wise City project in Panvel, covering 1.2 mn sq ft—a significant material supply partnership that reinforces Arisinfra’s trusted role in large-scale procurement.
• A INR 340 crore partnership with Transcon Group, structured as an integrated contract with greater emphasis on supply—showcasing the adaptability of Arisinfra’s bundled model across different project formats.
• A strategic partnership with House of W, unlocking over INR 300 crore in annual sanitaryware supply capacity to support turnkey interior fit-outs for institutional-grade developments.

Arisinfra’s project-based order book now exceeds INR 750 crore—over and above the company’s growing monthly rolling demand from existing and new customers, and will be executed over the next 24-36 months.

Execution Milestone:

• Successfully completed and handed over a 268,000 sq ft residential project in Chennai (originally stalled and backed by Investcorp) within 24 months through subsidiary ArisUnitern RE Solutions Pvt. Ltd.

Ronak K Morbia, CMD, said, “We are pleased to commence FY26 with a strong performance, reflecting the robustness of our integrated business model and continued focus on high-margin, asset-light operations. Revenue grew by 11 per cent YoY, and we delivered INR 51 million in PAT after absorbing one-time IPO expenses. Excluding this, PAT stood at nearly INR 74 million, exceeding the full-year PAT we reported in FY25 within the first three months of FY26.”

With proceeds from the IPO and prudent capital allocation, “we are now nearly debt-free. This enhances our financial flexibility and strengthens our ability to scale efficiently across core markets”.

“As we move ahead, our priority remains disciplined execution, improving working capital efficiency and unlocking higher returns through an increasingly integrated model. With a strong pipeline and deeper developer partnerships, we are confident of sustaining momentum through FY26.”